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paulbab1998
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Member since ‎Apr 10, 2020
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paulbab1998 on February 01, 2021
Tracking Deals through Workflow
Hi, I'm trying to create a Workflow that notifies me when a deal that is greater than $500K moves out of the quarter. Is there any way to set a trigger based on when a live date changes from one range to another range? Thanks, Paul
Reply Discussion Workflows
0 upvote
7 Replies
paulbab1998
Contributor
February 25, 2021
@benesch_e What a great idea! I'm just starting to explore the new Analytics tools, but this was a great lead. I followed your suggestion and...read more
Solved
paulbab1998 on February 01, 2021
Tracking Deals through Workflow
Hi, I'm trying to create a Workflow that notifies me when a deal that is greater than $500K moves out of the quarter. Is there any way to set a trigger based on when a live date changes from one range to another range? Thanks, Paul
Reply Discussion Workflows
0 upvote
7 Replies
paulbab1998
Contributor
February 25, 2021
@benesch_e What a great idea! I'm just starting to explore the new Analytics tools, but this was a great lead. I followed your suggestion and...read more
Solved
paulbab1998 on February 01, 2021
Tracking Deals through Workflow
Hi, I'm trying to create a Workflow that notifies me when a deal that is greater than $500K moves out of the quarter. Is there any way to set a trigger based on when a live date changes from one range to another range? Thanks, Paul
Reply Discussion Workflows
0 upvote
7 Replies
paulbab1998
Contributor
February 25, 2021
@benesch_e What a great idea! I'm just starting to explore the new Analytics tools, but this was a great lead. I followed your suggestion and...read more
Solved
paulbab1998 on February 01, 2021
Tracking Deals through Workflow
Hi, I'm trying to create a Workflow that notifies me when a deal that is greater than $500K moves out of the quarter. Is there any way to set a trigger based on when a live date changes from one range to another range? Thanks, Paul
Reply Discussion Workflows
0 upvote
7 Replies
paulbab1998
Contributor
February 25, 2021
@benesch_e What a great idea! I'm just starting to explore the new Analytics tools, but this was a great lead. I followed your suggestion and...read more
Solved
paulbab1998 on May 15, 2020
Table View on Dashboards not showing Totals
I am having trouble with the table view in Dashboards on HubSpot. They are only showing the totals by Page and not the totals for the full report. Is there any way to customize this?
Reply Discussion Sales Dashboard
0 upvote
6 Replies
paulbab1998
Contributor
May 20, 2020
Thank you @PamCotton . Appreciate you digging into this for me. Paul
Solved
paulbab1998 on May 15, 2020
Table View on Dashboards not showing Totals
I am having trouble with the table view in Dashboards on HubSpot. They are only showing the totals by Page and not the totals for the full report. Is there any way to customize this?
Reply Discussion Sales Dashboard
0 upvote
6 Replies
paulbab1998
Contributor
May 20, 2020
Thank you @PamCotton . Appreciate you digging into this for me. Paul
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